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Realty Income

1,363 hedge funds and large institutions have $41.1B invested in Realty Income in 2025 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 589 increasing their positions, 452 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1.61% more ownership

Funds ownership: 77.51%79.12% (+1.6%)

5% less capital invested

Capital invested by funds: $43.1B → $41.1B (-$2.01B)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
1,363
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$412M
Puts
$252M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
1151
Bogart Wealth LLC
Virginia
$52.1K
ME
1152
McIlrath & Eck
Washington
$51.4K
IBOK
1153
Independence Bank of Kentucky
Kentucky
$50.1K
PWMG
1154
Prestige Wealth Management Group
New Jersey
$49.9K
BWA
1155
Basecamp Wealth Advisors
Washington
$49.8K
RAM
1156
Reflection Asset Management
South Carolina
$49.5K
FHC
1157
First Horizon Corporation
Tennessee
$48.8K
SC
1158
SouthState Corp
Florida
$47.5K
RF
1159
Rossby Financial
Florida
$46.2K
GAFA
1160
Garton & Associates Financial Advisors
Kentucky
$45.5K
PMFA
1161
Plante Moran Financial Advisors
Michigan
$45.1K
SCM
1162
Silvant Capital Management
Georgia
$44.9K
MTIC
1163
Missouri Trust & Investment Company
Missouri
$44.7K
WT
1164
Whittier Trust
California
$43.8K
PWMG
1165
Private Wealth Management Group
New Jersey
$43.4K
FDW
1166
Fourth Dimension Wealth
Ohio
$43.2K
PWA
1167
Physician Wealth Advisors
Utah
$43.1K
MCM
1168
Manchester Capital Management
Vermont
$43K
MPW
1169
MASECO Private Wealth
$42.9K
WIM
1170
Westside Investment Management
California
$42.2K
1IA
1171
1620 Investment Advisors
Massachusetts
$40.6K
LWCFA
1172
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40.6K
MCM
1173
MV Capital Management
Maryland
$40K
MEG
1174
Millstone Evans Group
Colorado
$39.4K
FWA
1175
Flagship Wealth Advisors
Massachusetts
$39.1K